Milestone Asset Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Milestone Asset Management’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.19M	Sell	1,736 -3,113	-64%	-$2.08M	0.19%	120
2026 Q1	$2.9M	Sell	4,849 -12,138	-71%	-$7.59M	0.53%	53
2025 Q4	$10.7M	Sell	16,987 -16,845	-50%	-$10.5M	2.01%	13
2025 Q3	$20.7M	Buy	33,832 +19,525	+136%	+$11.5M	3.92%	7
2025 Q2	$8.13M	Buy	+14,307	New	+$7.52M	1.72%	11

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Milestone Asset Management's VOO Position: Q2 2026 in Review

Milestone Asset Management reduced its Vanguard S&P 500 ETF (VOO) stake by 64% in Q2 2026, selling an estimated $2.08M and leaving 1,736 shares worth $1.19M. The position accounts for 0.19% of the portfolio, ranked #120.

Milestone Asset Management first reported a position in VOO in Q2 2025 and has held it in 5 quarters since. The position peaked at $20.7M in Q3 2025. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Milestone Asset Management held 1,736 shares of Vanguard S&P 500 ETF worth $1.19M as of Q2 2026.
Milestone Asset Management sold 3,113 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $2.08M.
Vanguard S&P 500 ETF made up 0.19% of Milestone Asset Management's portfolio in Q2 2026, its #120 holding.
Milestone Asset Management first reported a position in Vanguard S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
Milestone Asset Management's Vanguard S&P 500 ETF position peaked at $20.7M in Q3 2025.
3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.